Pharma Report 2012: Get Back in Shape

Pharma Report 2012: Get Back in Shape
Pharma Report 2012: Get Back in Shape


3    Merck    $19.3B    up 3.8%


Global revenue: $48.0B (4th); up 4.3%

R&D spend: $7.7B (4th), down 4.9%; 16% of rev.

Top brands: Singulair ($4.5B); Januvia ($2.1B); ­Zetia ($1.3B): Vytorin ($1.1B)

Planned launches: Vorapaxar (TRA); Tredaptive & MK-0524B (athero.); odanacatib (osteo.)

Promotional spend: $1.3B (3rd); 7.0% of rev.

Patent expirations: Singulair (2012); Avelox (2014); Nasonex (2014)

Merck performed well domestically and globally, thanks in large part to the Januvia diabetes franchise, which now accounts for 76% of the global DPP-IV market. This franchise will keep growing from almost $5.9B (globally) to $9.4B by 2016, Bernstein's Tim Anderson predicts, helping offset top seller Singulair's loss of exclusivity this year and plugging shortfalls in other franchises, like Isentress, which is at risk due to HIV/AIDS competition from Gilead and GSK/Shionogi; Remicade, whose revenues are declining after some control was ceded to partner J&J in 2010; and cholesterol meds Vytorin and Zetia, down about 45% in US sales since the 2008 Enhance study, and which face a renewed threat from generic Lipitor. Whether the ezetimibe franchise gets vindicated by the IMPROVE-IT trial won't impact P&L too much. What matters more is whether late-stage pipeline drugs suvorexant (sleep), odanacatib (osteo.), vorapaxar (TRA) and Tredaptive stay on track.

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Pharma continues to struggle with its image. Exhibit A is the public debate around the price of, and access to, new and innovative meds. As countless transformative technologies hit market, has industry done enough to anchor its permission to innovate? To provide a closer look at trends affecting trust over the past year, MM&M presents this e-book, "The 2015 Edelman Trust Barometer." Click here.

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